AWM
VDE icon

Accredited Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Accredited Wealth Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$94.4K Buy
1,334
+584
+78% +$71.9K 0.07% 101
2025
Q2 		$89.3K Hold
750
– – 0.07% 104
2025
Q1 		$97.3K Hold
750
– – 0.08% 90
2024
Q4 		$91K Buy
+750
New +$95.5K 0.08% 104

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accredited Wealth Management's VDE Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Energy ETF (VDE) stake by 78% in Q3 2025, buying an estimated $71.9K and bringing the position to 1,334 shares worth $94.4K. The position accounts for 0.07% of the portfolio, ranked #101.

Accredited Wealth Management first reported a position in VDE in Q4 2024 and has held it in 4 quarters since. The position peaked at $97.3K in Q1 2025. 635 funds tracked by Wall St. Rank hold VDE as of Q3 2025.

  • Accredited Wealth Management held 1,334 shares of Vanguard Energy ETF worth $94.4K as of Q3 2025.
  • Accredited Wealth Management bought 584 Vanguard Energy ETF shares in Q3 2025, an estimated $71.9K.
  • Vanguard Energy ETF made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #101 holding.
  • Accredited Wealth Management first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Energy ETF position peaked at $97.3K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.